大行評級|瑞銀:下調信義光能目標價至5.7港元 下調2024至26年每股盈測
瑞銀髮表研究報吿指,信義光能中期淨利潤按年增41%至19.6億港元,符合預期。管理層指,集團次季毛利率大致與首季相同,不過,由於需求低迷及定價疲弱,預期第三季的毛利率將低於上半年。
瑞銀表示,由於信義光能產能及毛利預測下降,分別下調其2024至26年的每股盈測21%、22%及15%,目標價由6.9港元降至5.7港元,續予“買入”評級。該行預計,太陽能玻璃行業的長期供需將會改善,在利潤壓力和供應方控制下,2025至26年的產能增長將會放緩。
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